Jacob Peattie

Henry Schacht is the sole advisor at Devotion Capital Management in Granger, Indiana, holding the CFA® designation and Series 65 license with 24 years of industry experience. He founded Schacht Value Investors, LLC in 2002 and has been involved with Schacht and Company, Inc. since 1995. Outside of financial advising, he is a shareholder and advisor to a family citrus production and sales business. Devotion Capital Management provides discretionary investment management and advisory services to individuals, trusts, estates, and institutional clients, managing approximately $38 million in assets. The firm employs a value-investing approach centered on fundamental analysis and a margin-of-safety buy discipline, maintaining relatively concentrated, all-cap portfolios with internally generated research and low turnover.

Edward Bails is a CFP® with 29 years of industry experience and currently serves as the sole advisor at Fortified Wealth in Elkhart, IN. Prior to founding Fortified Wealth Advisors, LLC in 2024, he held advisory roles at firms including Enlightened Finance LLC, AE Wealth Management, Arbor Point Advisors, and Securities America. He is also the owner and president of B2 Financial, Inc., an insurance agency. Fortified Wealth is an independent investment adviser providing discretionary wealth management, investment management, and financial planning services to individuals, high-net-worth clients, trusts, and estates. The firm employs a fundamentally driven, long-term investment approach primarily using ETFs and allows for individual equities, bonds, mutual funds, and alternative investments, with continuous account monitoring and annual formal reviews.

I'm Brennan Vitali, the founder of Vitality Wealth Planning and a CERTIFIED FINANCIAL PLANNER professional. My family splits time between the U.S. and Costa Rica, and I built this firm specifically for families making that same transition. Most financial advisors have never handled a client leaving the country. I have. I know what it feels like to sit with the tax unknowns, the healthcare gap, the "are we making a huge mistake" feeling. That firsthand experience is why I focus exclusively on cross-border financial planning for Americans relocating to Costa Rica. My work covers the full picture: cross-border tax strategy, investment management across two countries, healthcare planning for the gap before CAJA eligibility, estate planning that works in both jurisdictions, and the sequencing of accounts and assets before, during, and after the move. As a fee-only fiduciary, I don't sell products. I charge for planning and advice. Whether you're in the early research phase or you've already booked the flight, I help you make confident financial decisions so you can focus on the life you're building abroad.

Stop Guessing. Start Planning. When it comes to money, there’s the strategic way—and then there’s every other way. Since 2010, our fee-only CFP® and CPA professionals have been helping clients build strategies and portfolios designed to meet long-term goals and simplify their financial lives. We’ve dedicated our careers to helping you define and execute the financial strategies that power your life. IFPS aims to serve as your trusted advisor, helping you craft a comprehensive and tax-efficient financial strategy that aligns with your values and life vision.

Aaron Coates is a CFP® with 19 years of industry experience and is the sole advisor at Relevant Financial Advisors LLC, an independent registered investment adviser based in Elkhart, IN. He has led the firm since 2015. Relevant Financial Advisors serves individuals, families, and select entities with complex financial situations, offering comprehensive financial planning and discretionary portfolio management through concierge and traditional service tiers. The firm employs a core-and-satellite investment approach guided by written policies, incorporating third-party research and derivative strategies, including options, to manage risk and express market views.

Earl Brown Orth is a financial advisor at Pathway Asset & Tax Advisory with one year of industry experience. He holds the Series 66 designation and has prior work experience in financial services and healthcare-related companies. Pathway Asset & Tax Advisory provides investment advisory services to individuals, trusts, and small pension plans, offering both discretionary and non-discretionary portfolio management as well as pension consulting. The firm combines investment management with accounting, tax advisory, and insurance services, utilizing diversified portfolios with occasional tactical adjustments.